Adding and Removing Insurance Policies
This article walks you through how to add, remove, or replace insurance policies in your client portal account.
Adding a Primary Insurance Policy
To add an insurance policy, from the Billing tab, click New Primary Policy in the right navigation bar under My Insurance Policies. A New Insurance Policy form will appear for you to enter the policy details, and then click Save.
New Insurance Policy Form Details
- Relationship to policy owner - If other than yourself, select the best option from the dropdown.
- Payer - Insurance carrier with whom you have the policy.
- Member ID - Series of numbers and/or letters located on the front of your insurance card.
- Plan ID - Series of numbers and/or letter unique to health plan.
- Group ID - Usually a shorter combination of numbers and/or letters.
- Employer/School - Name of the employer or school providing the insurance.
- Attachments - Click Upload Copy of Insurance to attach front and back images or PDF of your insurance card.
Adding a Secondary Insurance Policy
To add a secondary insurance policy, click New Secondary Policy and repeat the steps above. Once added, the system will label it as Secondary in a greyed-out box.
Replacing an Insurance Policy
To remove or replace your primary or secondary policy, click New Primary Policy or New Secondary Policy again and follow the steps above. Once saved, the new policy will immediately override the previous one.